Filed October 30, 2024 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,370 | $209,888+22.6% | $189,545+35.8% | $167,553+53.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.08% | 748.66%-739.6pp | 555.36%-546.3pp | 478.89%-469.8pp |
| Employer contribution / active EE | $7,818 | $6,915+13.0% | $6,162+26.9% | $4,840+61.5% |
| Participant deferral / active EE | $7,480 | $8,934-16.3% | $8,220-9.0% | $6,343+17.9% |
| Admin fee / account holder | $8,697 | $14,300-39.2% | $12,049-27.8% | $12,316-29.4% |